Integrating Whimsical and GitHub

Whimsical's GitHub integration allows you to connect your work with backlinks, and automatically mark tasks as done in Whimsical when commits or pull requests in GitHub mention them.

We show GitHub backlinks when you integrate your Whimsical account with GitHub. Backlinks are links or references from GitHub that point to files in Whimsical. For example, if someone mentions a Whimsical board or doc in their GitHub repository, this mention creates a backlink in the specific Whimsical file:

Once you install the GitHub integration to one or more repositories, Whimsical will begin automatically detecting Whimsical URLs and recording backlinks:

GitHub backlinks display an excerpt of text and, when possible, a small diff.

GitHub backlinks are created when a user in an integrated GitHub repository creates one of the following, containing a link to a Whimsical item in your workspace:

  • A pull request
  • An issue
  • A comment on a pull Request, issue, or commit

Editing the original GitHub item to remove a Whimsical link, or deleting the original item, will remove the backlink. The only exception is commit comments, which may still be visible as backlinks in Whimsical even after you delete them.


Mark tasks in Whimsical as "Done" automaticallyCopied!Link to this section

If you have a task in Whimsical that will be completed with a pull request (PR) or commit in GitHub (like a bug you're tracking for example), you can mark it as done automatically by referencing it in the PR or commit.

This happens automatically when Whimsical detects any of the following keywords:

  • Fix, Fixes, or Fixed
  • Close, Closes, or Closed
  • Resolve, Resolves, or Resolved

For pull requests (PR)Copied!Link to this section

  1. Create a PR and include a link to the task in the body of the PR, along with one of the keywords above. E.g.: “Fixes https://whimsical.com/my-task-ABC123”.
  2. Merge the PR into the default branch of the repository

For commitsCopied!Link to this section

  1. Create a commit and include a link to the task in the commit message (or commit title) along with one of the keywords above. E.g.: “Resolves https://whimsical.com/my-task-ABC123”.
  2. Push the commit to the default branch, or push it to another branch, and then merge that branch to the default branch.

Tip: You can close multiple issues in one line, E.g.: Fixes whimsical.com/task-1, whimsical.com/task-2

The task will then be moved to the first status in the "Done" type.

To edit the task statuses click the gear icon on the right, and switch to Statuses:


How do I install the GitHub integration?Copied!Link to this section

1. As a workspace admin, go to https://whimsical.com/workspace/apps

2. Click Install next to the GitHub app:

3. Install on GitHub

You’ll be sent to GitHub, where you can select repositories or organizations to integrate. (If you’re not an admin for the repositories, you’ll need to "Install & Request" and an admin will need to approve your request).

4. Done!

Once you finish, you’ll be sent back to the Apps page, and GitHub will now appear under "Installed Apps."


Managing or removing the GitHub integrationCopied!Link to this section

As a workspace admin, go to https://whimsical.com/workspace/apps and click "Configure" under the GitHub app. You’ll be sent to the GitHub installation screen, where you can make changes to the configuration. You can:

  • Remove the integration
  • Change which repositories the integration reads from

What GitHub information does Whimsical store?Copied!Link to this section

When a backlink is created, we store:

  • The text of the PR/issue/comment
  • The URL of the PR/issue/comment
  • The author's username
  • For PRs, issues, and comments about them: The title and number of the PR/issue
  • For comments on particular lines of code: The last few lines and the line number

Note:

  • You only see backlinks on a note or doc if you are a direct owner (you won't see them on items shared with you or shared publicly)
  • The GitHub integration is not available on the Free plan. It is available when you upgrade to one of our paid plans.

Written by:

  • Jack Jenkins

    Jack Jenkins